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2,390 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 872 increasing their positions, 1,221 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 71

19% more capital invested

Capital invested by funds: $296B → $351B (+$55B)

15% more call options, than puts

Call options by funds: $16.9B | Put options by funds: $14.6B

14% more funds holding in top 10

Funds holding in top 10: 973 → 1,114 (+141)

2% more funds holding

Funds holding: 2,345 → 2,390 (+45)

29% less repeat investments, than reductions

Existing positions increased: 872 | Existing positions reduced: 1,221

Holders
2,390
Holders Change
+45
Holders Change %
+1.92%
% of All Funds
63.75%
Holding in Top 10
1,114
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.49%
% of All Funds
29.71%
New
141
Increased
872
Reduced
1,221
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.75B
2
Capital World Investors
Capital World Investors
California
+$925M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$844M
4
Franklin Resources
Franklin Resources
California
+$770M
5
Coatue Management
Coatue Management
New York
+$688M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$762M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$479M
3
SG Americas Securities
SG Americas Securities
New York
-$445M
4
GE
General Electric
Ohio
-$442M
5
Jennison Associates
Jennison Associates
New York
-$359M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRM
1726
Edmond de Rothschild (Monaco)
Monaco
$2.5M +$2.34M +88,424 New
BP
1727
BBR Partners
New York
$2.5M +$1.67M +63,036 +249%
CD
1728
Carl Domino
Florida
$2.49M -$114K -4,308 -5%
AIM
1729
Allen Investment Management
New York
$2.49M -$391K -14,760 -14%
LWM
1730
LBA Wealth Management
Florida
$2.48M +$14.8K +560 +0.6%
FWP
1731
FAS Wealth Partners
Kansas
$2.48M +$103K +3,880 +5%
FBT
1732
First Bankers Trust
Kentucky
$2.47M -$20.1K -760 -0.9%
HH
1733
HWG Holdings
Texas
$2.47M +$2.31M +87,304 New
OMCS
1734
Old Mutual Customised Solutions
South Africa
$2.45M -$879K -33,200 -28%
SM
1735
Seminole Management
New York
$2.44M +$2.29M +86,400 New
WA
1736
WBH Advisory
Maryland
$2.43M +$574K +21,688 +34%
ACS
1737
Archford Capital Strategies
Illinois
$2.43M +$461K +17,412 +25%
EWM
1738
Empirical Wealth Management
Washington
$2.42M +$125K +4,712 +6%
ACM
1739
Arrow Capital Management
New York
$2.42M +$1.76M +66,380 +344%
SMH
1740
Sanders Morris Harris
Texas
$2.42M -$1.14M -43,192 -34%
FFC
1741
First Financial Corp
Indiana
$2.42M +$2.96K +112 +0.1%
WA1
1742
Wimmer Associates 1
California
$2.41M -$210K -7,948 -9%
BCM
1743
Bayesian Capital Management
New York
$2.41M +$2.26M +85,200 New
FMC
1744
First Merchants Corp
Indiana
$2.4M +$61K +2,304 +3%
CL
1745
CSS LLC
Illinois
$2.38M – – –
LSCM
1746
LaSalle Street Capital Management
Illinois
$2.38M – – –
C
1747
CFO4Life
Texas
$2.38M +$70.9K +2,680 +3%
ACM
1748
Argentus Capital Management
Texas
$2.38M +$461K +17,408 +26%
NIA
1749
Northstar Investment Advisors
Colorado
$2.36M -$54.7K -2,068 -2%
DVM
1750
Dreman Value Management
Florida
$2.35M -$67.2K -2,540 -3%
68 69
70
71 72

AAPL Hedge Fund Activity: Q3 2016 in Review

2,390 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2016, worth a combined $351B — up 19% from $296B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AAPL positions and 71 closed out — a net gain of 70 holders — while 872 added to existing stakes and 1,221 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.75B. The largest seller was Susquehanna International Group, cutting an estimated $762M.

  • 2,390 institutional investors held Apple (AAPL) as of Q3 2016, up from 2,345 in Q2 2016.
  • Funds reported $351B of Apple stock for Q3 2016, up 19% quarter-over-quarter.
  • 141 funds opened new Apple positions in Q3 2016 and 71 closed out, a net change of +70 holders.
  • The largest Apple buyer in Q3 2016 was Fidelity Investments, an estimated $2.75B added.
  • The largest Apple seller in Q3 2016 was Susquehanna International Group, an estimated $762M sold.

Based on aggregated 13F filings for Q3 2016.